Olde Wealth Management, LLC / IVV
Olde Wealth Management, LLC’s Ishares Tr Position
Does Olde Wealth Management, LLC own Ishares Tr (IVV)? Yes — 8.9K shares worth $6M (+1.85% of its 13F portfolio) as of Q1 2026, down from 9.1K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
8.9K
% of Portfolio
+1.85%
Quarters Held
21
currently held
Position History IVV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 8.9K | $6M | +1.85% |
| Q4 2025 | 9.1K | $6M | +1.92% |
| Q3 2025 | 9.1K | $6M | +1.93% |
| Q1 2025 | 9.4K | $5M | +1.86% |
| Q4 2024 | 9.5K | $6M | +1.99% |
| Q3 2024 | 9.5K | $5M | +1.96% |
| Q2 2024 | 9.5K | $5M | +1.99% |
| Q1 2024 | 9.6K | $5M | +2.36% |
| Q4 2023 | 23.9K | $11M | +4.94% |
| Q3 2023 | 24.4K | $10M | +5.11% |
| Q2 2023 | 25.6K | $12M | +5.44% |
| Q1 2023 | 24.2K | $10M | +4.93% |
| Q4 2022 | 24.6K | $9M | +5.11% |
| Q3 2022 | 24.5K | $9M | +5.49% |
| Q2 2022 | 25.0K | $9M | +5.68% |
| Q1 2022 | 24.6K | $11M | +5.82% |
| Q4 2021 | 22.9K | $11M | +5.52% |
| Q3 2021 | 20.9K | $9M | +5.14% |
| Q2 2021 | 20.0K | $9M | +5.07% |
| Q1 2021 | 18.0K | $7M | +4.68% |
| Q4 2020 | 16.4K | $6M | +4.84% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Olde Wealth Management, LLC’s full portfolio or all institutional holders of IVV.